Unlock Outside Assets from Your Retirement Plans Today!
1 in 3 participants identify on average $380k in outside assets that we refer to you to help grow your wealth management business
ProNvest has launched a new product that helps advisors build new private wealth client relationships from their retirement plan business. ProNvest is a high-touch, high-engagement managed account provider. We help advisors secure more retirement plan business, increase plan retention and identify participant assets that are held outside of their 401(k) plan.
As a non-competitive, independent RIA, we deliver custom investment management, retirement planning, education, and co-fiduciary services. In addition, we help increase your assets under management by uncovering new wealth client opportunities from your retirement plans with our new advisor portal. As your full-service partner, we'll do the heavy lifting, from onboarding to ongoing administration of plan participants.
1 in 3
Participants identify outside assets
Average balance of outside assets
More outside assets than in the plan
Contact Giulia Rossi, Vice President of Business Development, for a demo of ProNvest's Advisor Portal.